Jill Lebowitz

Partner

973-631-6046
350 Mount Kemble Avenue
P.O. Box 1917
Morristown, NJ 07962

1200 Route 22 East
Suite 2000
Bridgewater Township, NJ 08807

Jill Lebowitz is a Partner and Co-Practice Group Leader in the Firm's Estate, Trust and Taxation Group.

Jill devotes her practice to estate planning, trust and estate administration, fiduciary litigation, and counseling tax-exempt organizations. Jill is experienced in drafting sophisticated estate planning instruments and counseling individuals and families regarding estate, gift, and generation-skipping transfer tax issues. She advises clients on the development of both simple and complex estate plans, philanthropic planning, and business succession issues. She drafts estate planning instruments including wills, revocable living trusts, insurance trusts, dynasty trusts, spousal lifetime access trusts, charitable trusts, grantor retained annuity trusts, qualified personal residence trusts, shareholder agreements, limited liability company operating agreements, durable powers of attorney, and advance directives for health care.

Additionally, Jill handles all aspects of trust and estate administration, as well as fiduciary litigation. She prepares federal and state estate and inheritance tax returns and federal gift tax returns. She drafts disclaimers and agreements regarding post-mortem planning, informal distribution agreements, judicial fiduciary accountings, and handles court proceedings to effect final distribution of estates and trusts. She also counsels individuals and financial institutions regarding their fiduciary duties as personal representatives and trustees, including advising on legal and tax issues, as well as issues in connection with administering trusts. Jill also assists individuals, families, and fiduciaries with all aspects of fiduciary litigation.

Jill regularly advises tax-exempt organizations regarding federal tax exemption issues, state charitable registration filings, and governance issues. On behalf of tax-exempt organizations, she drafts nonprofit corporation documents and prepares federal applications for tax-exempt status, state charitable registration filings, and state property tax and sales tax exemption applications. Jill has extensive experience advising individuals, family and corporate foundations, and tax-exempt organizations on nonprofit corporate governance, private foundation excise taxes, domestic and international grant-making, executive compensation, excess benefit rules and intermediate sanctions, unrelated business income, scholarship programs, and fundraising issues.

Jill is a Fellow of The American College of Trust and Estate Counsel (ACTEC), a national organization of approximately 2,500 lawyers elected to membership by demonstrating the highest level of integrity, commitment to the profession, competence, and experience as trust and estate counselors. She has also been selected for inclusion on the current list of New Jersey Super Lawyers in the Estate & Probate section. (This award is conferred by Thomson Reuters. A description of the selection methodology can be found here.  No aspect of this advertisement has been approved by the Supreme Court of New Jersey.)

Memberships

Fellow, American College of Trust and Estate Counsel

  • Estate and Gift Tax Committee

New Jersey State Bar Association

  • Past Chair, Real Property, Trust & Estate Law Section
  • Board of Consultors, Real Property, Trust & Estate Law Section
  • Elder and Disability Law Section

Somerset County Bar Association

Greater Middlesex/Somerset Estate Planning Council

  • Past President
  • Board of Trustees

U.S. Meritas Trusts and Estates Practice Group

  • Steering Committee

Newark Museum Business & Community Council (2007-2016)

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